Retirement Investment Advisors Inc. Lowers Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Retirement Investment Advisors Inc. lessened its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 38.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 271,724 shares of the company’s stock after selling 169,872 shares during the period. Vanguard Small-Cap Value ETF makes up 7.0% of Retirement Investment Advisors Inc.’s portfolio, making the stock its 5th biggest position. Retirement Investment Advisors Inc. owned about 0.18% of Vanguard Small-Cap Value ETF worth $48,902,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Advisory Alpha LLC boosted its position in Vanguard Small-Cap Value ETF by 2.2% in the fourth quarter. Advisory Alpha LLC now owns 2,748 shares of the company’s stock valued at $495,000 after buying an additional 58 shares in the last quarter. Rooted Wealth Advisors Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 2.9% in the 4th quarter. Rooted Wealth Advisors Inc. now owns 2,191 shares of the company’s stock worth $384,000 after acquiring an additional 61 shares in the last quarter. Jackson Creek Investment Advisors LLC grew its position in Vanguard Small-Cap Value ETF by 1.7% during the 3rd quarter. Jackson Creek Investment Advisors LLC now owns 3,843 shares of the company’s stock worth $613,000 after acquiring an additional 63 shares during the last quarter. Winthrop Advisory Group LLC increased its holdings in Vanguard Small-Cap Value ETF by 5.0% during the 3rd quarter. Winthrop Advisory Group LLC now owns 1,339 shares of the company’s stock valued at $213,000 after purchasing an additional 64 shares in the last quarter. Finally, Wade G W & Inc. raised its position in Vanguard Small-Cap Value ETF by 4.6% in the 3rd quarter. Wade G W & Inc. now owns 1,487 shares of the company’s stock valued at $237,000 after purchasing an additional 65 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock traded down $1.14 during trading hours on Thursday, hitting $189.97. 324,599 shares of the company’s stock were exchanged, compared to its average volume of 535,966. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $192.44. The stock has a market cap of $28.69 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The stock’s 50-day moving average is $185.37 and its 200-day moving average is $177.30.

Vanguard Small-Cap Value ETF Profile

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.